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Frequently Asked Questions
Frequently Asked Questions about Amexzone
How do I add a new category mapping in bank accounts?
January 07, 2026 07:43
How do I access the category mapping in bank accounts?
January 07, 2026 07:36
What is transaction category mapping in bank accounts?
January 07, 2026 07:32
How do I record an income from a bank account in the system?
January 07, 2026 07:23
How do I record an expense from a bank account in the system?
January 07, 2026 07:18
How can I view the details of a transaction in the bank account?
January 07, 2026 06:57
Can I filter the transactions in a bank account?
January 07, 2026 06:51
How can I see the full list of transactions for a bank account?
January 07, 2026 06:45
How can I view a bank account’s details in the system?
January 07, 2026 06:41
How do I disconnect a bank account from the system?
January 07, 2026 06:34
How do I link a bank account to the system?
January 07, 2026 06:26
Where do I link a bank account to the system?
January 07, 2026 06:12
Why is the number that appears in the CLM01 of the 837P different from the number shown on the CMS1500 form?
November 26, 2025 13:43
How to create a patient
October 11, 2025 03:31
Why can’t a therapist see an appointment in their account?
September 30, 2025 12:46
Why don’t I see the TCM Services option?
September 30, 2025 12:37
Why can’t I delete a patient from the system?
September 30, 2025 12:32
How do you configure a service as required?
August 26, 2025 22:47
If an appointment has multiple services, does it change to completed status after finishing (completing) only one of them?
August 26, 2025 22:15
How do I send an intake form to a patient who is already registered?
August 22, 2025 03:11
How do I create an appointment?
August 22, 2025 02:53
If I set a service as non-billable from the billing section, will it be reflected in the patient’s appointment note?
August 22, 2025 02:40
How can I make changes to a patient’s Treatment Plan if the note has already been signed and completed?
August 19, 2025 02:17
How does the system determine which insurance to use when a patient has multiple services pending billing and changes insurance before they are billed?
August 15, 2025 07:33
How can I add a bank card to the system?
August 15, 2025 07:10
How can I edit the date of an appointment?
August 08, 2025 01:15
How do I assign patients to a worker?
August 08, 2025 00:56
Can I change the supervisor for an appointment that has already been completed?
August 08, 2025 00:38
Can I delete TCM cases in the system?
August 08, 2025 00:21
Does the system allow creating notes for a TCM case if no units have been assigned?
August 08, 2025 00:15
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